When I was a financial advisor in private practice, my favorite clients were the elderly. They are so much fun to talk to and I learn so much from their life experience. My favorite group is the “World War II” generation. There is something special about the “generation that saved” the world. However, as they grow older, I realize that it is our turn to save them. Continue reading “One Step to Prevent Elder Abuse”
The problem is our parents aren’t as feisty and sharp as Betty White is but they think they are. Betty who is 89 is still working and even signed on a show on NBC slated for the fall about practical joke playing seniors. Personally I am not so sure I want to work until 89, unless of course I am asked to be the host of Saturday Night Live at the time. The issue is with the parents – our parents not wanting to believe they will have a diminished capacity. Seriously. Who would? Continue reading “Get a Durable Power of Attorney for Your Parents – Unless Your Mom is Betty White”
Have you seen the new show – that re-make of Hawaii 5-0? Here is the premise: A divorced cop (James Caan’s son) from New Jersey moves to Hawaii to be near his young daughter – add some hip native Hawaiian cops and skimpy bathing suits. Doesn’t sound like a winner, does it? Well if you guessed that it was almost unbearable to watch, you were correct. Did I watch the whole show? Yes. I am not sure why but it was a complete waste of time. Continue reading “Financial Education: Estate Planning — Three Things to do in an Hour”
